Notification of Changes for Business Entity
General Information  
Business Entity Name: MARSH & MCLENNAN AGENCY LLC
Incorporation / Formation Date:  
FEIN: 263237576
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: OH
County: CLERMONT
Business Address  
Address 1: 6279 TRI-RIDGE BLVD
Address 2: STE 400
City: LOVELAND
State: OH
Zip: 45140
Phone: 513-338-5791
Fax: 228-701-2610
Business Web Site Address:  
Business Email Address: SHARON.FOGELMAN@MMA-MW.COM
Mailing Address  
Address 1: 6279 TRI-RIDGE BLVD
Address 2: STE 400
City: LOVELAND
State: OH
Zip: 45140
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
KIM SCHILLING TECHNICAL ASSISTANT 3218158 YES   10/10/2016
STEPHEN T COULTER TECHNICAL ASSISTANT 021-76-9980 YES   08/15/2016
STEPHEN MACGUIDWIN CLIENT ADVISOR 2 384-08/0117 YES   08/15/2016
JENNIFER TURLEY CLIENT ACCOUNT MANAGER 1 7482528 YES   11/02/2016
THERESA DALLAS TECHNICAL ASSISTANT 1071634   YES 08/31/2016
BRAD FELBLINGER PRODUCER 17197908   YES 04/30/2016
CHRIS MCATEE FINANCE MANAGER IV 2343157   YES 10/31/2016
JENNIFER BROSSENNE CLIENT ADVISOR 2 17664022   YES 09/30/2016
MARY KEENAN CLIENT ADVISOR 2 67976   YES 09/30/2016
NICK ALLEN CLIENT ADVISOR 2 8970784   YES 09/30/2016
RICHARD COSTELLO PRODUCER 1025402   YES 09/21/2016
MARIA THOMAS CLIENT ADVISOR 2 1104149   YES 10/19/2016
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: SHARON FOGELMAN
Title: LICENSING COORDINATOR
Phone Number: 513-338-5791
Email Address: SHARON.FOGELMAN@MMA-MW.COM